(619) 401-8582 info@adamstaxservices.com

FAQs

Tax Preparation

What should I bring to my tax appointment?

  • A copy of previous year tax return, if not prepared by our office
  • Form(s) W-2 (wages, etc.)
  • Form(s) 1099 (miscellaneous, interest, dividends, etc.)
  • Schedule(s) K-1 (income/loss from partnerships, S-corporations, trusts, etc.)
  • Form(s) 1098 (mortgage interest) and property tax statement
  • Brokerage statements from stock, bond or other investment transactions
  • Closing statements pertaining to any real estate transaction (purchase, sale, refinance)
  • Small business bring Income and Expense Worksheet
  • DMV fees paid (VLF portion)
  • Any tax notices received by the IRS or other taxing authorities
  • For non-cash charitable contributions of $250 or more, you must have a receipt from the institution detailing each item and the value
  • For non-cash contributions of $5000 or more, you must obtain an appraisal of the item(s) donated
  • Individuals who have changed their name after marriages or divorce must change their name with the Social Security Administration. The IRS matches the Social Security Administration master file for verification of name and social security number. If these do not match, the IRS disallows the deduction for the person being claimed. If you are unsure, take a moment to call the Social Security Administration and verify this information and make any changes necessary.
  • Amount spent on child care for the employee’s children
  • For the child and dependent care credit, bring the total of any non-taxable funds received, including child support and public assistance percentage of time the qualifying dependent lived in the California home of the taxpayer and telephone number of the care provider

Notarization

How much does a notarization cost?  

Our notary services charge $10.00 per signature.

Why are documents notarized?

Documents are notarized to avoid fraud. The notary will ensure that the signers have proper documentation to verify that they are who they claim to be. The notary will also confirm that the signers are entering into the agreement knowingly and willingly.

May any document be notarized?

For a document to be notarized, it must contain: 1) text committing the signer in some way, 2) an original signature (not a photocopy) of the document signer, 3) a notarial “certificate” which may appear on the document itself or on attachments. The Notary fills in the certificate, signs it, and then applies his or her seal to complete the notarization.

Live Scan

What do I need to bring?
To be Live Scan fingerprinted you will need to provide a completed Request for Live Scan form for your specific need and a current valid photo ID. Examples of acceptable identification are:
• California Driver’s License
• California DMV identification Card
• Valid out-of-state Driver’s License
• Military ID
• Passport
• Resident Alien Card
• Immigration Card
• Green Card

How long will it take for my results?

The Live Scan Fingerprinting processing time usually takes about 72 hours for your results to be received by you or the requesting agency. Some delays may occur if so, the California Department of Justice will contact the requesting agency. Live Scan results will be emailed or mailed to the requesting agency listed on the Request for Live Scan Service Form.

What is a request for Live Scan Service Form?

This form is a government form labeled at the top with the following “Request For Live Scan Service Application Submission” or it will contain the code “BCII 8016” at the bottom of the application. This form must be completed before the electronic fingerprinting process.